Overview
Assets Under Management: $180 million
Headquarters: LIVERPOOL, NY
High-Net-Worth Clients: 59
Average Client Assets: $611,722
Frequently Asked Questions
IBN FINANCIAL SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #42360), IBN FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
IBN FINANCIAL SERVICES, INC. is headquartered in LIVERPOOL, NY.
IBN FINANCIAL SERVICES, INC. serves 59 high-net-worth clients according to their SEC filing dated March 21, 2025. View client details ↓
According to their SEC Form ADV, IBN FINANCIAL SERVICES, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
IBN FINANCIAL SERVICES, INC. manages $180 million in client assets according to their SEC filing dated March 21, 2025.
According to their SEC Form ADV, IBN FINANCIAL SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.00
Average High-Net-Worth Client Assets: $611,722
Total Client Accounts: 768
Discretionary Accounts: 768
Regulatory Filings
CRD Number: 42360
Filing ID: 1962367
Last Filing Date: 2025-03-21 16:05:00
Website: https://ibrokernet.com